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HALIFAX, NS, November 17, 2021 /24-7PressRelease/ -- Pocket Finance is a FinTech platform designed to allow financial advisors to better engage their clients by helping them navigate day-to-day financial decisions as well as complex banking systems and products to ensure financial success.
Software as a service (SaaS) platform targeting enterprise and direct-to-advisor distribution channels; direct-to-consumer will be incorporated at a later date. The product is both a personal finance management tool for consumers and a client management/engagement portal for financial advisors.
The OCMX™ is pleased to announce the listing of Pocket Finance to its online portal which offers Investors and Advisors the ability to learn more about this exciting opportunity.
The OCMX™ has spent considerable time completing its due diligence on Pocket Finance and concluded that there is indeed a tremendous potential for this opportunity.
The OCMX™ noted that Pocket Finance exhibits the main components of any solid opportunity, namely a solid management team, a great track record, and a number of key competitive advantages.
WHAT THEY DO
Pocket Finance is a dual-interface FinTech platform designed to help financial advisors deepen and simplify engagement with their clients. Our platform includes a mobile app for consumers and a web portal for financial advisors.
The web portal will help to streamline data and processes during client onboarding and intermittent pulse checks; recognize and notify about real-time opportunities for increased revenue per client and financial planning opportunities for the client; and offer a tool for day-to-day guidance on spending decisions and complex banking systems to bring daily relevance into high-level strategic planning.
WHERE THEY ARE HEADED
The vision for the future of Pocket Finance is to become the go-to platform for advisors to manage more clients, more effectively. We also will allow the overwhelming majority of North Americans who do not have financial advisors to solicit financial advice more effectively when they need it most. Ultimately, we aim to help consumers manage their finances, no matter where they bank, bridging the existing communication and engagement gap with their financial advisory team.
We look to become an epicenter of the new banking era within the FinTech ecosystem by proving ourselves in Canada, then quickly expanding into the U.S. and Europe, and continuing to go global as developing countries that are currently under-banked and under-served in financial services further establish their finance industry infrastructure.
Sheldon Brow – Founder and CEO
With over 15 years of superior business development and sales history in financial services gained from holding various positions within two big banks, as well as being a managing partner of a successful mortgage firm (Gemba Finance). Having been in front of over 100,000 clients' personal financial situations during his early frontline years before graduating to overseeing Atlantic Canada for BMO's relationships with independent financial advisors, Sheldon has a deep understanding of the advisor and consumer relationship from multiple aspects.
Vitali Charapovich – Co-founder and CPO
Vitali brings over 14 years of experience in building innovative digital products, CX & UX design, marketing and branding for digital products, and managing creative and software development teams. His client portfolio includes multiple AAA-level companies like Samsung, Raiffeisen Bank, VTB, ING, Rabobank, Merkle, LG, and Kia. He has worked with a wide range of industries, including energy, banking, eCommerce, and SaaS.
Russ Dyck, CFP – Co-founder and VP Operations
With over five years building a successful financial planning business, and two years working in a FinTech startup, Russ brings a deep understanding of how financial advisors and clients can utilize and benefit from Pocket Finance's software. He has gained invaluable knowledge on the operation of fast-moving startups and their potential pitfalls. Russ ensures that our financial model is continually refined, has exceptional business development skills, and can help foster and develop key partnerships.
ABOUT THE OCMX™
The OCMX™ is changing how companies generate exposure in the financial marketplace and raise funds as we know it. The OCMX™ serves both public and private companies in need of market exposure during financial raises. It does this by way of connecting the relevant companies with financial institutions all in one online transparent portal. The OCMX™ (P2P Financial Inc.) launched in September of 2009 out of Toronto but has since expanded its operations to include Quebec, Alberta, Manitoba, and British Columbia.
The OCMX™ connects investors and advisors directly with companies seeking to raise funds or gain broad market exposure. The OCMX™ provides an open venue for innovative growth companies and leading investment funds to generate market awareness, raise funds, or connect with investors and advisors.
The OCMX™ provides companies, funds, investors, and advisors instant access to its Online Portal so that they can actively source and connect with their next opportunity, advisor, investor, client, or financing partner.
TD Canada Trust Tower
161 Bay Street, 45th Floor
Toronto, Ontario, M5J 2S1
Email: [email protected]
Pocket Finance gets listed on THE OCMX™
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